Formed in 2008 by Elizabeth Leslie-Smith and Simon Palmer, PLS Financial Services prides its self in going that extra mile for its clients. Simon and Liz’s combined experience accrued over fifty years of working London, Hong Kong and New York brings international intelligence to the local market. “Our ethos is to help our clients achieve their financial goals by looking at their whole financial situation; discussing what they would like to achieve with their lives, finding out how they feel about financial risk, and working on a tailor made financial plan.” “Far too often we have met new clients who have been sold a product in the past, then left and never seen again; often with little knowledge of what they have actually bought or what it is meant to achieve for them. At PLS we carry out regular reviews to keep our clients up to date with the progress of their portfolios. It is very important for our clients know what is happening with their investments.” When you do business with PLS Financial Services, you will be joining a growing and healthy portfolio of clients both home and abroad all benefiting from global knowledge with a personal touch.
If you would like to know more about who we are click on the link below and meet the team.
PLS Financial Services Ltd is Authorised and Regulated by the Financial Conduct Authority. Financial Services Register Number 488254.
Registered in England & Wales, Company Number 6664382. Registered Office address: 8 Hopper Way, Diss, Norfolk, IP22 4GT. Trading address: 8 Hopper Way, Diss, Norfolk, IP22 4GT. Telephone: 01379 644568
© 2018 PLS Financial Services Ltd |
Financial products are sometimes at their most useful when they are protecting our families, our incomes or our property.
There are many ways in which a family can protect itself, and because of the large range of products available there is usually an appropriate policy for most circumstances, and most budgets.
Pensions are, of course, designed to enable you to save sufficient money during your working life to provide an income stream for you to live comfortably after you have retired.
– referred to as the State Second Pension (S2P) but before 6 April 2002, it was known as the State Earnings Related Pension Scheme (SERPS). From 6 April 2002, S2P was reformed to provide a more generous additional State Pension for low and moderate earners, carers and people with a long term illness or disability and is based upon earnings on which standard rate Class 1 National Insurance contributions are paid or treated as having been paid. Additional State Pension is not available in respect of self employed income. From April 2016 both the basic rate pension and additional state pension will be combined to offer a simple single tier flat rate pension. **
